Exporting your data
A zip of your workspace as CSVs and PDFs, requested from Settings → Export.
Settings → Export produces one zip with everything in your workspace. Owner only.
What the zip contains
Spreadsheets, one CSV per record type, joinable by their ID columns:
invoices.csv
offers.csv
projects.csv
clients.csv
contacts.csv
deliverables.csv
Documents:
PDFs of every invoice you’ve sent
PDFs of every offer that reached a client, plus its contract when the offer includes one
The original files of any invoices you imported
Imported invoices contribute the file you uploaded rather than a Billow re-render.
Drafts appear in the CSVs without a PDF. An offer whose project ended up rejected or cancelled gets no PDF either.
Requesting an export
Request export starts the job. Billow emails you when the zip is ready, usually a few minutes.
One export at a time per workspace. Requesting a new one replaces the last.
Availability
The export stays available for 7 days, then it’s purged. Request another whenever you need one.
The download runs through your own account, so the link isn’t something you can forward.
Export in read-only mode
Export is one of the few actions that stays available in read-only mode, so a lapsed subscription doesn’t block it. See Failed payments and read-only access.
Export before cancelling a subscription, and before deleting a workspace.
